Financial Representative Trainee
3 days ago
Location: Missouri
Work Type: Full Time Regular
Job No: 502872
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
WHAT WE CAN OFFER YOU:
- Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
- Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
- An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
- Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
- Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
- Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
- Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
- Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
- You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
- You’ll demonstrate appropriate skills and pass a sales process competency test.
- You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
- You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
- You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU’LL BRING:
- Ability to successfully achieve criteria of Trainee Program.
- Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
- Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
- Highly self-motivated and results-oriented with ability to work independently and as part of a team.
- Access to reliable transportation in order to attend appointments and meetings.
- Ability to travel up to 50% of the work period and maintain a valid driver’s license.
- You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
- Knowledge of the Insurance/Financial Services industry, products and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.
See All Awards
An inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
Discover Our Culture
Related Job Openings Sales Trainee (Group Insurance) - Multiple LocationsVarious Locations | 503167
Financial Representative Trainee - Richmond, VAVirginia | 502873
Financial Representative Trainee - Omaha, NENebraska | 502867
-
Financial Professional Trainee
2 weeks ago
Walnut Shade, MO, United States Mutual of Omaha Full timeFinancial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the...
-
Financial Rep – Upcoming Grad
1 day ago
Walnut Shade, United States Mutual of Omaha Full timeFinancial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Financial Professional Trainee
3 weeks ago
Walnut Grove, United States Mutual of Omaha Full timeFinancial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Professional Trainee
22 hours ago
Walnut Grove, United States Mutual of Omaha Full timeFinancial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Management Trainee
3 days ago
Walnut, United States JNB Consultants Full timeJob DescriptionJob DescriptionWas the growth potential in your position 86’d like last week’s special? Tired of selling your soul for tip money? Well, we have the solution for you! We wanted something that fit right in the middle between professional business culture and the flexibility of the service industry. We wanted a work environment where we could...
-
Client Service Representative
1 week ago
Walnut Shade, United States Zelis Healthcare Full timePosition Overview: The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a talent...
-
Client Service Representative
2 weeks ago
Walnut Shade, United States Zelis Healthcare Full timePosition Overview: The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a talent...
-
Branch Manager Trainee
4 weeks ago
Walnut Creek, United States Rollins Full time** Branch Manager Trainee** **Job Category****:** Operations Leadership **Requisition Number****:** BRANC020850 Showing 1 location **Job Details** **Description** **At Orkin, our purpose is to help protect the world where we live, work and play.** Our **General Managers** are **exceptional experienced leaders**, devoted to this purpose. Orkin, the leader in...
-
Financial Representative
2 weeks ago
Walnut Creek, United States Fidelity Investments Full time**Financial Representative**: We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. **The Expertise We’re Looking For**: -...
-
Provider Enrollment Advisor
4 weeks ago
Walnut Shade, United States Zelis Healthcare Full timePosition Overview: As a valued member of our Inside Sales team, the Provider Enrollment Advisor will be responsible for marketing Zelis Payments' claim payment services to small, medium and large health care providers through various channels; assist Zelis Payments in accomplishing its outreach, relationship, and revenue goals. High velocity sales cycle with...
-
Various Software Engineer Positions
4 weeks ago
Walnut Shade, United States Zelis Healthcare Full timeSoftware Engineering Openings: Senior Full-Stack Software Engineer: Execute all phases of the Software Development Lifecycle including Analysis, Design, Development, and Testing while working in a highly collaborative team environment. Senior Software Engineer: Protect websites and web services with authentication and authorization practices. Implement and...
-
Associate Financial Representative
5 days ago
Walnut Creek, United States Robert Tong, CLU, Wealth Manager Advisor, Northwestern Mutual Full time**About us** We are agile, customer-centric, data-driven and our goal is to Provide best in class wealth management services. Our work environment includes: - Modern office setting - Growth opportunities Benefits: Base salary plus bonus in form of quarterly profit sharing. Fulltime preferred but flexible work schedule (6 hours/day) is available. Health...
-
Senior Python Automation Engineer
4 weeks ago
Walnut Shade, United States Zelis Healthcare Full timeZelis has an opening for a Senior Python Automation Engineer, with automation experience. This individual will have an extensive background in spearheading projects that significantly improve operational efficiency and elevate user experiences. In this crucial role, you will discover, develop, and refine automation solutions, to assure our technology efforts...
-
DRG Validation Manager
4 weeks ago
Walnut Shade, United States Zelis Healthcare Full timePosition Overview: The Manager, DRG Validation of the Expert Claims Review (ECR) department is responsible for daily operations and team management of the DRG product. The Manager, DRG Validation will be primarily responsible for the oversight of DRG validation reviews to ensure accurate and compliant coding based on industry standard inpatient coding...
-
IT Project Associate
7 days ago
Walnut Shade, United States Zelis Healthcare Full timePosition Overview: The IT Project Associate will be the liaison between leadership, business, and support teams. In this position, you will facilitate, organize, lead, and motivate Agile teams to deliver with quality by providing business value to internal and external users. You may also be responsible for coordinating several concurrent deliverables in a...
-
Brand Representative
1 week ago
Walnut, United States JNB Consultants Full timeJob DescriptionJob DescriptionCalling all energetic and ambitious self-starters, it's time for you to join our unstoppable Brand Representative team! At JNB Consultants, We specialize in high-quality products and delivering superior customer experience. Our mission is to provide brands with the opportunity to connect directly with their target market...
-
Brand Representative
1 week ago
Walnut, United States JNB Consultants Full timeJob DescriptionJob DescriptionCalling all energetic and ambitious self-starters, it's time for you to join our unstoppable Brand Representative team! At JNB Consultants, We specialize in high-quality products and delivering superior customer experience. Our mission is to provide brands with the opportunity to connect directly with their target market...
-
Member Service Representative
3 weeks ago
Walnut Creek, United States Kaiperm Credit Union Full timeAre you enthusiastic, positive, and someone who just loves to help people? Wondering what a Member Service Representative does? We’re glad you asked! The Member Services Representative simultaneously works on their professional goals while helping Kaiperm members achieve their financial goals! Our MSRs provide excellent member service and develop the...
-
Call Representative Representative I
4 weeks ago
Walnut Creek, United States BASS MEDICAL GROUP Full timeJob DescriptionJob DescriptionDescription:We are seeking a highly motivated and dedicated Call Center Representative (CCR) to join our growing team. The ideal candidate will possess strong communication and interpersonal skills, with an ability to provide exceptional customer service while answering and directing calls efficiently. The CCR will be...
-
Customer Service Representative
1 week ago
Walnut Creek, United States Jared Burns-Coffin - State Farm Agent Full timePosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated...